Betterment LLC Spdr Nuveen Bloomberg Municipa Transaction History

Betterment LLC

$38.6 Billion
Q2 2024

A detailed history of Betterment LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Betterment LLC holds 6,904,114 shares of TFI stock, worth $316 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

6,904,114

Previous 7,035,459 1.87%

Holding current value

$316 Million

Previous $327 Million 3.41%

% of portfolio

0.82%

Previous 0.88%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$45.15 - $46.21 $5.93 Million - $6.07 Million	-131,345 Reduced 1.87%	6,904,114 $316 Million
Q1 2024 May 10, 2024	SELL	$46.43 - $47.07 $8.68 Million - $8.8 Million	-186,881 Reduced 2.59%	7,035,459 $327 Million
Q4 2023 Feb 09, 2024	BUY	$43.05 - $47.12 $89 Million - $97.4 Million	2,067,348 Added 40.1%	7,222,340 $339 Million
Q3 2023 Nov 09, 2023	SELL	$43.67 - $46.49 $30.9 Million - $32.9 Million	-707,226 Reduced 12.06%	5,154,992 $225 Million
Q2 2023 Aug 07, 2023	BUY	$45.36 - $47.24 $18.1 Million - $18.8 Million	398,539 Added 7.29%	5,862,218 $271 Million
Q1 2023 May 15, 2023	BUY	$45.4 - $47.21 $4.23 Million - $4.4 Million	93,174 Added 1.73%	5,463,679 $256 Million
Q4 2022 Feb 13, 2023	SELL	$43.48 - $46.24 $242 Million - $257 Million	-5,555,070 Reduced 50.84%	5,370,505 $245 Million
Q2 2022 Aug 10, 2022	BUY	$45.07 - $47.95 $41.4 Million - $44 Million	917,593 Added 9.17%	10,925,575 $501 Million
Q1 2022 May 16, 2022	BUY	$47.75 - $51.66 $304 Million - $328 Million	6,357,732 Added 174.17%	10,007,982 $479 Million
Q4 2021 Feb 15, 2022	SELL	$51.25 - $51.8 $485,081 - $490,287	-9,465 Reduced 0.26%	3,650,250 $189 Million
Q3 2021 Nov 15, 2021	SELL	$51.57 - $52.51 $3.97 Million - $4.04 Million	-76,960 Reduced 2.06%	3,659,715 $189 Million
Q2 2021 Aug 10, 2021	SELL	$51.61 - $52.39 $6.89 Million - $6.99 Million	-133,465 Reduced 3.45%	3,736,675 $195 Million
Q1 2021 Jun 01, 2021	SELL	$51.39 - $52.66 $1.78 Million - $1.82 Million	-34,590 Reduced 0.89%	3,870,140 $200 Million
Q4 2020 Feb 12, 2021	SELL	$51.59 - $52.53 $5.56 Million - $5.66 Million	-107,754 Reduced 2.69%	3,904,730 $205 Million
Q3 2020 Nov 10, 2020	SELL	$51.6 - $52.7 $9.13 Million - $9.32 Million	-176,931 Reduced 4.22%	4,012,484 $208 Million
Q2 2020 Aug 11, 2020	BUY	$48.59 - $51.81 $7.6 Million - $8.11 Million	156,458 Added 3.88%	4,189,415 $216 Million
Q1 2020 May 14, 2020	BUY	$44.31 - $52.43 $36.7 Million - $43.4 Million	827,855 Added 25.83%	4,032,957 $202 Million
Q4 2019 Jan 31, 2020	SELL	$50.2 - $51.05 $13.5 Million - $13.7 Million	-268,497 Reduced 7.73%	3,205,102 $162 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-221,042 Reduced 5.98%	3,473,599 $174 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-153,955 Reduced 4.0%	3,694,641 $182 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-1,272,556 Reduced 24.85%	3,848,596 $185 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-141,230 Reduced 2.68%	5,121,152 $243 Million
Q2 2018 Aug 13, 2018	BUY	N/A	165,905 Added 3.26%	5,262,382 $252 Million
Q1 2018 May 14, 2018	BUY	N/A	1,373,938 Added 36.91%	5,096,477 $243 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-28,745 Reduced 0.77%	3,722,539 $182 Million
Q3 2017 Nov 17, 2017	SELL	N/A	-107,448 Reduced 2.78%	3,751,284 $183 Million
Q2 2017 Aug 14, 2017	BUY	N/A	3,858,732	3,858,732 $188 Million

Others Institutions Holding TFI

# of Institutions

321

Shares Held

67.3M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

More about TFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account